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I am trying to create a zap which, when a new bill is created in Clio, triggers an email from Trustpilot to be sent to the client requesting a review.

With assistance from Trustpilot I have been able to set up the first step; however, when we tried to set up the second step (‘create invitation from Trustpilot’), Zapier was not able to pull the client’s email address from Clio. We tried adding an intermediate step – ‘Find Person Contact’ – but this didn’t work either.

I would be grateful if anyone can explain how to pull the client’s email address from Clio, and if adding a third step is necessary.

Hi ​@FDB 

What data points are returned from Zap step 1 in the TEST tab related to the Contact/Person for the Bill? (screenshots)

Thanks - is this what you are looking for?

​@FDB 

Screenshot does not show all of the fields returned as indicated by the scrollbar which can scroll down.

 

​@FDB 

Is there a data point returned from the Zap trigger step for Clio New Bill that indicates the Person Contact? (yes/no - if yes, indicate which field)
 

Otherwise, you may have to try this logic…

If a Bill is related to a Matter and a Matter is related to a Person Contact, then you would need 2 lookup steps.

Find Matter (by ID from Zap step 1)

Find Person Contact (by ID from Find Matter step)

Hey ​@FDB,

Try using Find Person contact action to find the email.
 


You can probably search by client name as well if the client ID is also not available in the trigger. Hope it helps!

Thank you. I have managed to pull the client’s email address by using Find Matter then Find Person Contact. I am now trying to set up the final step which is Create Invitation. I am unsure what to select for Sender Name - the email will come from Trustpilot, but the only only options for Sender Name come from the previous steps in Clio which contain the client’s information. 

​@FDB 

TIP: Click field labels to see tooltips with more info.

Fields accept static values or dynamic variables or both.

Try entering a static value you want to use for the Sender Name field.

 

This seems to have worked as the test was successful - thanks for your help.

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